Boyd Wealth Management

Boyd Wealth Management as of June 30, 2025

Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 52 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 20.2 $47M 82k 568.03
Ishares Tr Core Us Aggbd Et (AGG) 15.1 $35M 352k 99.20
Vanguard Index Fds Value Etf (VTV) 8.7 $20M 114k 176.74
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.1 $16M 743k 22.10
Ishares Tr Core S&p Mcp Etf (IJH) 6.0 $14M 223k 62.02
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 5.3 $12M 129k 95.32
Dbx Etf Tr Xtrack Usd High (HYLB) 5.2 $12M 323k 36.92
Ishares Tr Core S&p500 Etf (IVV) 4.3 $10M 16k 620.90
Ishares Tr Core Intl Aggr (IAGG) 3.1 $7.1M 139k 51.09
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.9 $6.7M 223k 30.14
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.1 $4.7M 162k 29.21
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $4.2M 39k 109.29
Ishares Tr Core Msci Eafe (IEFA) 1.8 $4.2M 51k 83.48
Vanguard World Mega Cap Val Etf (MGV) 1.7 $3.9M 30k 131.20
Vanguard Index Fds Mid Cap Etf (VO) 1.5 $3.5M 12k 279.83
Vanguard Index Fds Small Cp Etf (VB) 1.2 $2.9M 12k 236.98
Oracle Corporation (ORCL) 1.0 $2.4M 11k 218.63
Ishares Tr Rus Top 200 Etf (IWL) 1.0 $2.3M 15k 153.12
Spdr Series Trust Spdr S&p 500 Etf (SPYX) 0.8 $1.9M 37k 50.93
Vanguard Index Fds Growth Etf (VUG) 0.8 $1.9M 4.3k 438.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $1.8M 37k 49.03
Ishares Core Msci Emkt (IEMG) 0.8 $1.8M 29k 60.03
Ishares Tr Core S&p Us Vlu (IUSV) 0.7 $1.5M 16k 94.63
Amazon (AMZN) 0.5 $1.1M 5.1k 219.39
Apple (AAPL) 0.5 $1.1M 5.3k 205.16
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.3 $760k 16k 46.70
Deere & Company (DE) 0.3 $709k 1.4k 508.49
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $647k 4.3k 150.40
Procter & Gamble Company (PG) 0.3 $603k 3.8k 159.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $598k 968.00 617.85
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $586k 8.5k 69.09
Alphabet Cap Stk Cl A (GOOGL) 0.2 $576k 3.3k 176.23
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $568k 7.3k 77.34
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $546k 22k 24.44
Emerson Electric (EMR) 0.2 $533k 4.0k 133.33
Ishares Tr National Mun Etf (MUB) 0.2 $506k 4.8k 104.48
NVIDIA Corporation (NVDA) 0.2 $469k 3.0k 157.99
Microsoft Corporation (MSFT) 0.2 $461k 926.00 497.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $459k 945.00 485.77
JPMorgan Chase & Co. (JPM) 0.2 $434k 1.5k 289.91
Spdr Series Trust Portfli Intrmdit (SPTI) 0.2 $409k 14k 28.77
International Business Machines (IBM) 0.2 $393k 1.3k 294.78
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.2 $372k 7.9k 47.36
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $324k 18k 18.13
Morgan Stanley Com New (MS) 0.1 $319k 2.3k 140.86
Exxon Mobil Corporation (XOM) 0.1 $312k 2.9k 107.80
Goldman Sachs (GS) 0.1 $308k 435.00 707.75
Meta Platforms Cl A (META) 0.1 $241k 327.00 738.09
Broadcom (AVGO) 0.1 $237k 861.00 275.49
Abbvie (ABBV) 0.1 $220k 1.2k 185.66
Navitas Semiconductor Corp-a (NVTS) 0.0 $66k 10k 6.55
Origin Materials (ORGN) 0.0 $12k 24k 0.48